Job Description

Position
Manager
Incumbent
Department
CRT
Function
Renewals
Reporting to
Chief Manager - CRT
Band
4 (manager)
Location
Gurgaon - 90C
Team size (D/I)
IC
JOB SUMMARY:
The incumbent will be responsible for managing the Onboarding process of new business issuance. This includes strategy and proposals for quality onboarding including automation and digitization of processes for faster issuance along with higher customer experience leading to better persistency and renewals. This job shall include implementing comprehensive onboarding programs, liaising with cross functional teams and strong understanding of competition/peer onboarding processes.
Key Actionable

• Tracking quality sourcing of new business
• Work closely on reports automation and digitization of processes and new recommendations
• Responsible for highlighting Early warning indicators which impacts the journey for seller and customer
• Analyzing data to identify the problem and impact of implemented solutions
• Tracking MOS (measure of success) for the new initiatives and recommend changes or modifications in processes/ journey basis MOS
• Drive initiatives and collaborate to empower various interdepartmental teams like IT, Tech, BPMA and within department
• Program manage all initiatives and highlight the roadblocks/deviations/raise red flags wherever required
• Evaluate existing processes and work on gaps by cross functional collaboration.
• Coordinate with cross functional teams for various initiatives for timely tracking and closure

Measures of Success

• On Schedule delivery all requirements
• Contribution in implementing various initiatives and their output tracking.
• Creation of various cuts and deep dive analysis

Key Goal (Business)

• Impact analysis
• Efficiency tracking
• Cross functional Coordination

Key competencies/skills required

• Must have a minimum of 6-7 years' experience in the customer onboarding journey department. Understanding of systems, processes and functions

• Interpreting, analyzing data using statistical tools & techniques
• Should have a skillset of handling huge database and understanding of python, SQL and MS-Access is a must.
• Excellent in communication and presentation
• Good PR skills and able to get the work done from other depts.
• Growth mindset and self-motivated

Position
Manager
Incumbent
Department
CRT
Function
Renewals
Reporting to
Chief Manager - CRT
Band
4 (manager)
Location
Gurgaon - 90C
Team size (D/I)
IC
JOB SUMMARY:
The incumbent will be responsible for managing the Onboarding process of new business issuance. This includes strategy and proposals for quality onboarding including automation and digitization of processes for faster issuance along with higher customer experience leading to better persistency and renewals. This job shall include implementing comprehensive onboarding programs, liaising with cross functional teams and strong understanding of competition/peer onboarding processes.
Key Actionable

• Tracking quality sourcing of new business
• Work closely on reports automation and digitization of processes and new recommendations
• Responsible for highlighting Early warning indicators which impacts the journey for seller and customer
• Analyzing data to identify the problem and impact of implemented solutions
• Tracking MOS (measure of success) for the new initiatives and recommend changes or modifications in processes/ journey basis MOS
• Drive initiatives and collaborate to empower various interdepartmental teams like IT, Tech, BPMA and within department
• Program manage all initiatives and highlight the roadblocks/deviations/raise red flags wherever required
• Evaluate existing processes and work on gaps by cross functional collaboration.
• Coordinate with cross functional teams for various initiatives for timely tracking and closure

Measures of Success

• On Schedule delivery all requirements
• Contribution in implementing various initiatives and their output tracking.
• Creation of various cuts and deep dive analysis

Key Goal (Business)

• Impact analysis
• Efficiency tracking
• Cross functional Coordination

Key competencies/skills required

• Must have a minimum of 6-7 years' experience in the customer onboarding journey department. Understanding of systems, processes and functions

• Interpreting, analyzing data using statistical tools & techniques
• Should have a skillset of handling huge database and understanding of python, SQL and MS-Access is a must.
• Excellent in communication and presentation
• Good PR skills and able to get the work done from other depts.
• Growth mindset and self-motivated